Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 85,082 | reported | 05 May 2026 | tx 85+749,265.04−673,252.04 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | SALE | JPMORGAN CHASE & CO | 4,919 | 309.42 USD | 10b5-1 |
| 25 Mar 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 29,404.74 | 295.04 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 57,514.74 | 0.00 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 57,514.74 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 57,514.74 | 0.00 USD | deriv |
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 21,289 | 0.00 USD | deriv |
| 16 Jan 2026 | SALE | JPMORGAN CHASE & CO | 8,571 | 312.79 USD | |
| 13 Jan 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 16,775 | 318.72 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 17,898 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 16,020 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 16,020 | 0.00 USD | deriv |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 17,898 | 0.00 USD | deriv |
| 05 Jun 2025 | SALE | JPMORGAN CHASE & CO | 6,128 | 262.47 USD | |
| 06 May 2025 | SALE | JPMORGAN CHASE & CO | 6,129 | 250.76 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 50,150.94 | 0.00 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 25,635.94 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 50,150.94 | 0.00 USD | deriv |
| 24 Mar 2025 | SALE | JPMORGAN CHASE & CO | 4,272 | 247.03 USD | |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 50,150.94 | 0.00 USD | deriv |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 4,273 | 269.85 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 23,485 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 15,426 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 17,898 | 0.00 USD | |
| 13 Jan 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 16,232 | 241.77 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 17,898 | 0.00 USD | deriv |